The Service Call allows you to enter the informations concerning the calls that you receive from different speakers. It can be, for instance, a tenant that asks you to come and repair something to his apartment. Here are the steps to follow to enter one of it:
- Seeker You select the person that called you in the seeker section through the list or by registering him manually.
- Person in chargeYou select the person in charge of the work or the call (to solve the problem).
- Date: The date that the call entered..
- Type: You enter the call type in the drop-down list (for instance: maintenance).
- Objective: You determine the objective of the call (for instance: stairway repair).
- Priority: You determine the call priority.
- Status: You select the status of the call through the list (finished,in porgress, etc.).
- Appointment:You can schedule an appointment directly from the service call window by entering the title, description, date, etc.
- Follow-up:You can make a follow-up by inserting notes and documents (you browse through your computer the desired files).
From the main service call page, you can see all the calls in addition to their status for a precise period.
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Mots clés::
service
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call
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telphone
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appointment
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maintenance
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tenant
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how